Sarah Willson is a registered investment advisor at Walnut Private Equity Partners, LLC, based in Omaha, NE, with 15 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Walnut Private Equity Partners provides ongoing management of your investment accounts. Fees are based on the total value of your portfolio and are negotiable. There is a $1,000,000 minimum account size and a $7,000 minimum annual fee. You'll pay brokerage commissions and other transaction fees directly to the custodian.
Location
111 S. 108th Ave., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Walnut Private Equity Partners, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.